In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment bubble, discussing how investors can position their portfolios to benefit from the AI megatrend while maintaining adequate diversification.

 

  • Is artificial intelligence set to transform the way we live and work?

  • Can hyperscalers sustain their massive investments in AI?

  • AI semiconductors: lasting opportunity or signs of an earnings bubble?

  • How can investors gain exposure to the AI revolution today?

  • Beyond AI: where should investors look to diversify their portfolios?



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